Category Archives: Military

Weapons on special

If there is one place where the Status Quo would be ensured, it would be the arms industry. It is as polarised as anything and some long term ‘friendships’ go back decades. So when I see that Egypt is making waves towards the SU-35 (instead of the F-35), the first two will arrive shortly, ahead of about 2 dozen planes compromising of $2 billion in revenue. When we add Turkey who already had moved towards the S-400 missile solution, whilst at the same time pushing for the Russian SU-35 as well. So as Russian hardware is moving towards Turkey, Egypt and India, we see a much larger shift in the military hardware department. 

Then there is the UAE where the planes are not merely bought, the UAE is now vying for a building contract, and with that in mind, there is every chance that Saudi Arabia will also get a push into the Rusian hardware environment. Algeria is stated to be on that ship already, yet the issue now is not that the Russian fleet is finding new considerations, it is that as Russia makes headway all over the Middle East, America is taken off the field as consideration, so when people clap themselves on the back on how arms were taken away from middle eastern players, a toxic non option, we see that business partners switch out and US congress might pat themselves on the back on how they prevented weapons to be gained in the middle east, whilst in principle the US was taken out of the Middle Eastern consideration.

In an age where the US cannot afford any opposition as they need to deal with $23 trillion in debt, they merely ended up losing $15 billion in revenue, that has to bite and that is only at this point, if there is a  larger contingency towards alternatives there is every chance that Russian hardware will gain middle eastern footing to a much larger degree. 

When did the world sign up for that?

Well it did when it started to paint the issues through the media ‘UK arms sales to Saudi Arabia unlawful, court of appeal declares’, or perhaps all that Campaign Against Arms Trade ideology in an age where if one does not supply, the other side will, you did think that through, did you?

It was like watching two teachers and two nana’s holding up a sign, making the statement that Saudi Arabia was naughty and we should not deal with them, well do not worry, for every arms dealer in the UK there are close to a dozen not connected to UK revenue. So the term  #StopArmingSaudi was a good way to advertise towards places like Russia that they could get these customers if they were interested, and they were. As I see it, there was a gap of £4.7 billion in hardware needs that Russia could satisfy, as well as any other needs, because when they become the trusted deliverer of hardware they also get all kinds of other deals, deals that the UK needed and the UK dies not get to cry foul at that point, they merely get to point at the CAAT and state “This is what you got us“, and so far so good for Rusia, is it not? 

Even as we see places like Defense News give us ‘Russia’s S-400: An offer US partners should refuse‘, we need to see behind the deals and see the change of weaponry to a much larger degree. so as we are told ‘the Trump administration wisely decided July 17 to remove Turkey from the F-35 fighter program‘, the truth of the matter is that the entire F-35 program was oversold and Russia is countering it all by also offering the SU-35 and in some cases the SU-57 stealth fighter. so whilst some rely on “If Riyadh adds insult to injury and procures the S-400, it could represent a tipping point in the relationship with Washington — especially on Capitol Hill“, the truth is that the Hill as well as a few other players have injured themselves in billions, the oldest issue was always a given, Saudi has no intentions to attack Nato grounds, we knew that and we now have the same situation but without the friendship and without the revenue, it was not that simple, was it?

So whilst the White House notices “the F-35 cannot coexist with a Russian intelligence collection platform that will be used to learn about its advanced capabilities” we see another matter, we see Egypt, Algeria, UAE, India, Saudi Arabia and Turkey all selecting a Russian solution to national defense. that is only 6, there are currently 4 other players all ready to select Russian hardware. All whilst the media gives us ‘The Pentagon is battling the clock to fix serious, unreported F-35 problems‘, ‘Supersonic speeds could cause big problems for the F-35′s stealth coating‘ and those are merely in June, the F-35 has a few additional problems, even as the plane has been on the designer table since 2006 whilst there was a sample flying, it seems that there are setback upon setback and that merely stokes Russian fires. In all this Politico gave it in 2015 “By 2014, the program was “$163 billion over budget [and] seven years behind schedule”“, yet that is something to be proud off. 

It is in this environment that we find weapons on special, well perhaps ‘special’ is the wrong phrase to use, they are up for grass from other delivery agents and payment is often a larger debatable issue, especially if a new hardware solution provider gets to make an entrance into other places, places he was not greeted into but that is another matter, it seems that the Komsomolsk-on-Amur Aircraft Plant will optionally send a Fortnum & Mason Christmas basket to the manager of CAAT, it’s the least that they can do (and I just want to see those CAAT faces when they get one).

 

Leave a comment

Filed under Media, Military, Politics

NATO @ 70

Yes, there have been a few issues in the last few weeks and if we try to highlight to pieces we would go crazy, mainly because one element truly is less likely to be one. Too many issues cross contaminate and give rise to other elements, as much as we do not like it, so is the issue of NATO. even from the first image we see (Donald Trump and Recep Tayyip Erdoğan get close at the summit in Watford), we get the issue of treason to deal with (at https://www.theguardian.com/world/2019/dec/04/how-does-nato-look-at-the-age-of-70-its-complicated). We seemingly forget that Turkey was the one nation stopping US assistance until all debts were forgiven, you remember those two buildings in New York? They were no longer there and hours later and it started a larger war, but Turkey stated that even as a NATO party it was supposed to be on our side, it merely was on its own side. We then seemingly forget the issues that plagued Turkey, we did not ask for any support on the hundreds of journalists it put in prison, we seemingly forgot to give any level of documentation from  Turkey, and even now, we treat it like it is an ally as it has given a larger concern to Russian hardware. NATO did nothing in light of all this, you see any corporatocracy is about the revenue of the whole and limiting that is a larger concern to those in control in Strasbourg, we could even argue that Turkey played the game brilliantly. Yet the people @ NATO are not given any requirements for evidence and for accountability.

Consider the quote we see: “Nato’s focus continues to spread. The summit is the first time its leaders have considered the rise of China, which has never been a focus for the organisation; they also confirmed that it was time for Nato to have a military presence in space, and they worried about cyberwarfare and Russian disinformation“, the two elements in play are 

  1. Rise of China tech (Huawei in 5G)
  2. Russian data bindings.

The two elements are given in different stages in the statement and off course they are given in a different light, yet the larger given setting has ben visible to a much larger issue. it is about economic advantage and NATO has none to play, merely the use of fear mongering that goes without saying, even as the UK PM adds to the fire with ‘Boris Johnson suggests Huawei role in 5G might harm UK security‘ the truth of the matter is that both the UK and the US still have not shown ANY LEVEL OF EVIDENCE that this is (going to be) the case, they are the tools of a corporatocracy trying to hold onto the next iteration of economy, a place they cannot be because they relied on flaccid technologists to create IP instead of relying on the status quo to continue, both elements fell short and the advantage of the far east came into play. This is the direct result of short sightedness and to be honest, my IP going to Huawei will be just fabulous, it would for me be the difference between a value of $2 billion and optionally $4 billion and I get 35% of either that amount (I’d be happy with either setting). 

In the second the entire consideration of Russian data bindings. As they get to syphon off the entire social media they get an advanced edition of data, the advantage that the US banked on is lost to them, or better stated they are not the only ones with access and for corporatocracy that is a larger failing, data shared is data lost meaning that larger bulks of data will go towards Russian entrepreneurs and they are hungry for a slice of the revenue cake that is in circulation, it is an amalgamation of revenues that are overlapping and larger pieces of it are starting to be lost to places like NATO, making their position smaller and more scrutinised than ever before, that is the consideration that one faces when one is nothing more than a stepping stone for any corporatocracy. It does not end there, because of the fiasco’s that the US introduced to NATO security, the first was the USS Zumwalt class, a ship that had to be almost completely redone AFTER LAUNCH, so far it is a $21.5 Billion fiasco and when we see corporatocracy setting the sun on fiascos this large, it tends to undermine places like NATO to some extent, the second fiasco is that matter is F-22, a raptor that looks awesome but is like a drained cobra, which looks nice, but in the end until it refocusses its poison is merely deadly looking and it was supposed to be deadly. Then there is the flaws that the F-35 has, in the end it all comes down to an exercise in tapping the vein at $2.7 Trillion dollars. No matter who in NATO signed up for all of it, the defense forces have close to a $3 trillion dollar fiasco and there is no substitute. All whilst Russian and Chinese engineering is making headway in several directions.

In all these events we merely see that NATO has lost traction and has lost a futuristic setting of that hat comes, it can no longer predict and whatever it predicts is based on data that all people players now have, it lost whatever advantage it had. 

All whilst those connected to whichever corporatocratic setting of checks and balances are now without any kind of accountability and as such corporations get to fill their pockets on a stage of $3 trillion that has nothing to show for it and we ask why this is not countered? Well actually the gravy trains are making sure that the question is not offered out loud, or at least not at the intensity and volume required. The Hill produced and article a little over a year ago with the headline ‘The long NATO gravy-train may soon be over for Europe’ (at https://thehill.com/blogs/congress-blog/foreign-policy/412837-the-long-nato-gravy-train-may-soon-be-over-for-europe) yet the current statement as we see NATO @ 70 gives light (read: indication) that this is still very much on the mindset of too many people, as such the gravy train is still gobbling up resources on a global scale. Even as we saw “Both Trump and Obama even accused NATO members of relying far too much on American citizens and free-riding of the U.S. security umbrella” we are left in the dark that the needs of NATO are to a larger extend Raytheon, Northrop Grumman and BAE systems and all three have issues. So whilst we seemingly adhere to “While all 28 NATO members agreed in 2014 to spend at least 2 percent of their GDP on defense, only the U.S., Greece, Estonia, United Kingdom, Latvia, and Poland are meeting the minimum guideline” we all forget that this 2% is more than merely a number, three projects are shown to be huge cash drains whilst not offering the value they supposedly have, so as such there is a larger failing. in addition we need to see the value of whatever GDP Estonia has and seek it next to the Dutch and Belgium, that number is laughingly short and Estonia would optionally have made the numbers if it bought two trucks and replaced part of its military uniforms. That is before we see what the Dutch had created towards its goalkeeper signature weapon for the navy. 

There is a much larger failing going in and NATO @ 70 is not giving us the goods, merely that it is under the mandate of a gravy train whilst reporting to corporations on what is required. Corporations that are not connected to the needs of the people, they are not elected officials and merely giving their needs to elected officials who need long train rides to figure out how to spin what is required, in all this after 70 years whilst we see Recep Tayyip Erdoğan getting close at the summit in Watford to others, yet it all makes perfect sense, and especially whilst Turkey has selected the S-400 defense system. Yet that is definitely one NATO partner we want to keep close (or that is how any corporatocracy will voice it).

Yes, I believe that the value of NATO is gone, not because of what it was supposed to do, but because the people involved created new adversarial players, players that NATO was never ready to face, it was never trained to do so and some of these players are part of the problem, they were never part of the solution.

We were always going to face new adversaries, but we never knew when they would come and for the most we never considered that it was an internal review of whatever drives us that would be our adversary, all driven by greed. 

 

Leave a comment

Filed under Law, Media, Military, Politics

In further news

Yes, I used a title that applies to the next two stories, more apt, I am reflecting on a few matters, after a week of intense sickness (I survived for the weirdest of reasons) it is time to reflect on a few matters. The first is in gaming. You see Forbes is not known as an insider in games, but they do get it right most of the time, this time however they decided to wield a sledgehammer when they gave verdict on Ubisoft’s Breakpoint. With “I have seen Breakpoint, a just-released fall game, listed at anywhere from $30-35 in many Black Friday sales, but what these deals do not tell you is that this is one of the worst major releases of the year and is probably not worth picking up even at a 50% discount. Breakpoint has a 57 on Metacritic, when most big games these days score between a 75 and 85, and it’s been such a disaster for Ubisoft that the company pretty much delayed its entire slate of new releases for a while in order to make sure they didn’t have another repeat disaster like this one. If your video game release knowledge is limited, just know that despite the box art, this is not a replacement for Call of Duty, and should be avoided at all costs“, so not only is it a disaster as a release, the fact that the game scored 57 whilst anything up to 80 tends to reflect as passable, it ended up lower than that, a lot lower. News keeps on hitting the wires ‘Ghost Recon Breakpoint makes Paid content free‘, ‘Ghost Recon Breakpoint players want AI teammates put in ASAP, want tiered loot and The Division 2-esque gear score stripped out soon‘, more and more news showing massive let downs and let downs that were programmed into the system, all whilst the system itself was flawed. I still like the issue that within a bunker the outside light is better than when you were outside the bunker. (https://www.youtube.com/watch?v=6YmB1tJ-MhM) at 8:30 gives you an example and it is not the only one. Issues that could have been prevented to some degree by having it tested, an option that Ubisoft seems to feel an aversion to. Yet the larger issue remain in play, the fact that a game of this size and with the positivity they had created is now under fire, all whilst a player like Forbes, even in a moment where the commerce gives great discounts we see the advice not to buy, that is more than a coffin nail, that is the stage where a game ends for a game, it also needs to fit the bill that Breakpoint is the first game that is no longer considered to be a AAA game, the latter part will obviousle not find support (within Ubisoft) for te mere reason that as a story and backfeed to investors it would be optional suicide for Ubisoft to make such a move, but there it is, in light of what ailes Breakpoint and what needs to be done to breakpoint, as well as a score of only 57, this can not now or ever be regarded as an AAA title. Such is life.

From make believe war, to an actual aftermath

Yes, when we are sick and tired of setting the stage towards virtual war, we should take a moment to watch the real deal. The Guardian yesterday (at https://www.theguardian.com/world/2019/dec/01/failure-to-end-civil-war-in-yemen-now-could-cost-29bn) gave us the small inkling in the shape of ‘Failure to end civil war in Yemen now could cost $29bn‘, I particularly like the application of ‘now could cost‘, yes after months of ‘the worst humanitarian crisis‘, ‘the humanitarian disaster in war-torn Yemen was getting worse‘, and these are november quotes, the same quotes have been dropping into the newspapers on a global scale for well over 6 months, some go back a year and at no point did we get additional news that it was getting worse. The accusatin go back even more but the guardian does something stupid (this time around). They add to this with “The warnings are partly directed at Saudi Arabia and the United Arab Emirates” the act is stupid because politicians all over the world have been instrumental in continuing this war. Instead of choosing sides they set a stage where hindrance to Saudi Arabia was given at every turn, prolonging the Houthi terrorist offensive. At some point the Guardian decides to quote David Miliband, president of the IRC and former foreign secretary. Yet the truth of the matter is that undecided actions and prolongation was the coffin nail to the event. And the article does something even worse, it takes events and does somthing stupid, it ignores the support that houthi forces have had from Iran, the most devastating issue prolonging this war is ignored by the writers of this article and by people like David Miliband, Iran had the bigger part to play and is left on the table, like they were an influence that was dabatable or in dispute, all whilst for well over 18 months there was no doubt of their involvement, as well as the involvement of Hezbolah, yes two elements that prolonged the entire war by well over 150% and they end up not being mentioned. So as we (again) see the same materials that we saw 6-12 months ago “Houthi rebels appear to be ignoring key elements of the ceasefire agreement in the Red Sea port of Hodeidah and the WFP is battling to maintain control over the distribution of food from the rebels“, my message to David Miliband, president of the IRC and former foreign secretary would be “Stop being a wanking twat and give the people the lowdown on the failures here, which includes Iran and Hezbolah“, the issues in Yemen are not stopped, until the Houthi forces are dealt with this will continue, by hindring the Saudi and UAE forces, whilst at the same time remaining silent on Hezbollah and Iran is the largest fuck up we have ever seen in politics.

So here is the word of the day, in part it was virtual, but we added some real life famine just for jollies, there is a balance in the universe. Because the world is a seesaw and we all get to play, it merely matters on what is seen as the seesaw and which problem is the larger one, in that game perception is everything.

 

Leave a comment

Filed under Gaming, Media, Military, Politics

Same competition with a typo

National Defence Magazine gave out an article a few hours ago where we see that the Middle East is expanding even further, the headline ‘UAE Looking to Expand Defense Industrial Base‘ is merely the introduction to a larger issue, an Emirati official gives that “The United Arab Emirates Ministry of Defence is making a push to beef up the nation’s defense industrial base“, in this Maj. Gen. Abdullah Al Sayyed Al Hashemi hands out a truth, he believes “It is not only important for the UAE, it is important for every single country that has … industry“, it is a truth, an undeniable one, even after we get the holistic fanfare in opposition by nations under the corporatocratic yoke (the EU) and the nations that already have one where they all claim that it is more bad than good, it is more diversifying that unifying, they all lie, plain and simple. A nation is only as good as its ability to have no opposition, or who is able to defend itself. Julius Caesar proved that point a little over two thousand years ago, we still see evidence of that every day when we are not averting our eyes, the State of Israel (with enemies of their state on at least two borders) have also shown that part, more important it showed the world what happens if those in denial get their way. We see evidence in two books that Julius wrote, the first is the conquest of Gaul, the second one was the Civil War, two kinds of wars yet his first rule of warfare applied both times. The Middle East is upgrading and with oil waning as a dependent force, the circle is set to defence, a first handheld against those in denial of what Iran is willing and able to do, even as there are larger tears in the statement “Al Hashemi said during a press conference that investments in defense technologies will help the UAE diversify its economy“, we need to acknowledge that these tears are surviving because of the truth in them, it might partially be seen in “UAE-based company Halcon received a $980 million contract award for a variety of ammunition“, yet we realise that one billion an economy does not make. Yet “As the UAE works to improve its industrial base, it will also need to ensure it sustains its current and future equipment adequately, he said, noting that contracts awarded during the show included a mix of spare parts and sustainment in addition to weapons sales” shows a much larger consultancy and service minded task is ahead of the UAE, it needs to be service minded and there is the facet that will drive home an additional 4-7 billion over the next 5 years alone, with optional entrenchment of various services down the road. The corporatocratic foundation of the EU is in denial, but they will soon see that the EU is about to lost 2-4 billion in revenue to Middle Eastern partners in the near future. I state here the word ‘partners’ as Saudi Arabia has been on a similar track for a few years now and they are both optionally in a stage to be in each other’s fairway soon enough. Even as we see that Saudi Arabia is more about manufacturing, we see the statement that Al Hashemi makes with “We have to keep that availability of services available to be able to maintain the same capability

If National Defence Magazine (at https://www.nationaldefensemagazine.org/articles/2019/11/21/uae-looking-to-expand-its-defense-industrial-base) is correct with “The last day of the air show wrapped up with about $4.9 billion worth of contract awards over the course of the week“, we see that the UAE is heading for a lucrative next few years, it might not be enough, but it is a first version out of the oil industry and there is more on consultancy and services soon enough. Here we see the versions that matter; it was given by Under Secretary of Defense for Acquisition and Sustainment Ellen Lord: “meetings would be held with industrial partners to discuss challenges. Saudi Arabia is focused on jobs and localizing production and manufacturing, she said, whereas the UAE is putting a premium on technology transfers“, yet ‘technology transfer‘ is basically a loaded canon, it should and will include consultancy and services, services on goods and people, making for a much larger stage, in addition, with 5G it is a larger manifest, the larger settings of armed forces and communications whilst 5G is not contemplated in the past seeks a much larger tenure of mobile hardware than we sought possible. People forget that the military have been pushing mobile technologies in the past and this will be pushed more and more. Not mobile industries that we rely on, but military point to point technologies on a 5G speed stream, it is not completely understood, some might run to the Raytheon pages and rely on “Lewis predicted that 5G will be foundational for new military technologies such as “robots, artificial intelligence and a number of advanced sensing devices.” Fast, reliable and strong communications are crucial to executing high-stakes military operations. The Trump Administration recently ordered a national spectrum policy to keep the U.S. in the lead when it comes to advanced wireless communications“, yet larger issues remain with limiting access to mobile technology and point to point systems, which in the case of rural warfare makes all the difference and even as we decide not to talk about it, we see that others (basically not the EU and not the US) are behind, they are lagging in 5G communication to a much larger degree and the UAE has figured out (well it was a known strategy really) that being ahead in services and consultancy solutions in armed response would be the ticket to go, did you really think that armed response is limited to weapons?

Raytheon was on that horse in 2016 when it applied for licensing to test “U.S. defense contractor Raytheon Missile Systems wants a special temporary authorization (STA) from the FCC so that it can test a new broadband technology and see if it meets both the demands of a U.S. Department of Defense customer and the commercial marketplace“, some focussed on the delays and feedback we see “General John Hyten, commander of Air Force Space Command, called the GPS Operational Control System project a “disaster” due to escalating costs and delays. Raytheon told Reuters that it was still fully committed to delivering the modernized GPS ground controls envisioned and required by the Air Force” yet the story behind this (at https://apps.fcc.gov/oetcf/els/reports/STA_Print.cfm?mode=current&application_seq=69216&RequestTimeout=1000) is larger than you think. The size of the article is not what was used, not what is required, it is that their advantage has been smaller than anyone expected, basically there are indications (not evidence) that Huawei surpassed these applications or better stated, Chinese defence has a much better system more advanced out there and it did so no later than Q2 2017 (partial speculation), so not testing, but actively being used and the UAE is seeking a services based organisation allowing for access and servicing such equipment, or at least make a push in that direction. In that part some might recall the article by Liu Zhen, last January (at https://www.scmp.com/news/china/military/article/2184493/why-5g-battleground-us-and-china-also-fight-military-supremacy), there we see (read: read about) Zhou Zhaoxiong, a senior engineer at China Mobile IoT Company giving us “Military equipment embedded with communication devices can also form the internet of things, he added. The communication can take place from device to device, without satellites or early-warning planes, saving those limited resources for other uses and significantly lowering the cost of a military operation, according to a 2017 report in China Defence News, a mouthpiece of China’s People’s Liberation Army (PLA)” it was not the stage of what was to come, but on what was achieved and it scared the US into all kinds of messes, we do know that communication in any war is essential and it seems that the Chinese have a larger advantage there.

This is the engine that the UAE will be trying to tap into, it is also the one direction that the US is really unwilling to give into, so there will be a much larger battle to come regarding what Americans will allow what others are allowed to do, and that is where they strike out in the Middle East, they are seeing opportunity in a defence setting where they optionally end up have the advantage, the EU cannot compete with the UAE because of their tight links to the US and their corporations and when we see the people that have links to the degree they have with the US, China is seeing a lager advantage to partner up with the UAE and the KSA, that is the larger fight we will see in the foreseeable future, and even as the US is showing a larger fight with Huawei, it is not the real fight and more people are starting to get on board with the larger stage, the US can no longer compete in more than one field and that is what is biting the US to a larger degree.

How does this matter?

Well that is simple, the UAE (and the KSA) have larger military needs towards manufacturing and servicing, as they ally to a larger degree there is a larger need serviced in military needs and that means two things, the escalation in the Middle East (regarding military hardware requirements) can be addressed on a near global base, giving both players a larger handheld on the global scene that is not oil based, beyond that it allows for a larger growth in the near future, with new optional partners over time we see a larger growth in the Middle East soon enough, it might ‘just’ be arms and weapons initially, but there is a larger foot for growth and it will push the Middle East (except Iran of course) to a much larger degree than expected. Yet there is also momentum to be considered, even as both the KSA and the UAE have strong ties to the US markets, there is a rift visible, the US internally created it and if it does not address this there is every indication that it will cost the US a lot more than it bargained for in the near future to come, I will let you consider those details, yet do not take too long, there are at least 4 markets where it applies to and in that regard I will leave you with one hint It was given out yesterday and the list is seen (at http://raytheon.mediaroom.com/2019-11-21-Raytheon-honors-54-suppliers-for-excellent-performance), can you see which two mentions should optionally not be there?

In some ways American ego does not falter in our view, it seems to have short term needs and that is where we see the first failure and that is where they should have though a little further than their noses (but that is merely my interpretation on the situation).

So have a great weekend! The weekend ends in 59 hours (for me at least) #JustSaying

 

Leave a comment

Filed under Finance, IT, Media, Military, Politics

IP in the balance

This weekend, roughly 25 hours ago, the Washington Post released a story regarding the F-35, now there are a few stories about that crazy bird in circulation, yet this one was particularly fetching. The article (at https://www.washingtonpost.com/business/2019/11/16/power-struggle-over-f-fighter-jet-comes-head-lawmaker-threatens-hold-up-contract/) called ‘A power struggle over the F-35 fighter jet comes to a head as lawmaker threatens to hold up contract‘ starts with “the complicated IT system supporting the fleet’s maintenance infrastructure still falls far short of expectations” is an eye opener, but it is not the IT systems (no matter how defunct they are) that is the issue, it is the ownership of certain IP systems in the plane, the patents themselves that are now the issue. It is not “some lawmakers criticized the terms of Lockheed’s arrangement with the government, saying overly generous intellectual property agreements threaten to lock Lockheed into a wasteful long-term profit machine with limited accountability” even though it is certainly an issue that is the setting, no it is “Rep. John Garamendi (D-Calif.) threatened to hold up a multibillion-dollar contract if fundamental questions aren’t resolved” that is the issue, yes having multi billion dollars in sales held up is one part way to go, for some of these buyers with a few billion in their pocket, looking at alternatives will be the coarse course they could be sailing, this gives additional problems for Lockheed Martin and the US government is setting the stage as it has the inner lane in this skating race, the problem for Lockheed Martin is that the opposition they face are Russians (who are coming with the Su-35 and the Su-57), apparently NATO sees the Sukhoi Su-57 as a bit of a felon, so anything can happen. China is coming with the J-31, according to some it is a copy of the F-35 (source: Business Insider) yet it comes without IP and Patent battles, so the copy will be out without a politician stopping production on elemental questions not being answered. In addition, its unit cost is $70 million, whilst the F-35 is between $77 million and $108 million, the cost price of the more expensive version implicitly states ‘including engine‘, so there is that to consider as well.

There is however a more serious note to the F-35 and the Washington Post gets there when we see: “Carolyn Nelson, a Lockheed Martin spokeswoman, said the government is working on a new technical data package that was not a part of the initial F-35 contract, as well as a separate “performance-based” contract for logistics support“, you see the issue we see here is not merely IP and patents, it is the situation where government is yielding the floor to local business. If we accept the mess that the US has made in regards to 5G and Huawei, whilst we accept the words of Alex Younger (MI-6) “Alex is giving us the national need and the premise that another government should not have ownership of infrastructure this important“, something I mentioned in ‘Tic Toc Ruination‘ (at https://lawlordtobe.com/2018/12/06/tic-toc-ruination/) almost a year ago. That setting is crucial, as such when you have a national product called ‘Defence‘ why on earth would you let that reside with a global player like Lockheed Martin? I get the idea that the avionics are a bit of a call, yet the IT systems are a larger debate, basically America has large needs with Lockheed Martin, so what happens when the well dries when the US debt becomes a noose around the nations neck? Do you think Lockheed Martin is sitting still? I do not expect that Russia or China ever having a piece of Lockheed Martin, but the UAE, Saudi Arabia? If we take premise to the situation ‘the premise that another government should not have ownership of infrastructure this important‘ the point of view I am taking is a lot less theoretical, is it?

And when we consider: “Air Force estimates that most of a given aircraft’s long-term cost actually comes from keeping it flight worthy. Manufacturers are keenly aware of this, with companies such as Boeing launching whole business units focused on maintenance and repair” we should be wondering why the Air force is striking out, not out like in ‘too bad, let’s try again‘ but in the way that the batsman asks ‘where on earth is the playing field‘, I get it, some jobs are too specific, but is that not the Air force focal point? That in light of the procurement: “the Pentagon has been buying jets in greater quantities in order to get the average price down. They recently finalized a $34 billion agreement that defense officials described as “the largest procurement in the Department’s history.” The deal brought the F-35’s price per plane below $80 million ahead of schedule“, so when you consider that buying 2400 planes (at the very least) got the price down, what math was done on fixing and maintaining these birds? 2400 planes imply 100-250 squadrons, it implies no less than 200-500 repair and maintenance teams, it implies that these people need to be schooled and as they come up short, the move of Boeing starts making sense in a real way, so how much additional costs are involved there? Let’s not forget that the US is currently at minus $23,000 billion (-$23 trillion), we might see the victorious ‘Yohza’ on them reducing the price of a bird, but how much debt, interests and cost of maintenance was seemingly overlooked?

In all this, the Government Accountability Office was seemingly not heard clearly enough, we get this when we consider “the program is having trouble keeping the F-35’s mission-capable, an odd problem for a brand new fleet. The overall F-35 fleet was capable of performing all of its tasked missions only about a third of the time” and that is before we consider the maintenance staff, their training and the setting of spending money before the elements are all adjusted for. So as the article ends with ““if we are missing parts and can’t get our jets airborne, our ability to deliver combat effects on this aircraft is significantly diminished,” said Lt. Gen. Eric Fick, the Pentagon’s F-35 program executive“, I merely wonder what other options were overlooked, that’s fair is it not?

You see when we are considering the upgrades and the adjustment to technical flaws in the hardware, the IT systems become a very real part of it all, oh and any person telling you that the IT is OK and there are not issues, will be my reason to introduce you to a liar. For that you merely have to look at DELL and their setting of laptops, I have had two laptops, both delivered on the same day, and both needing separate upgrades before I got them delivered to their respected users, not different systems, no identical systems! So when we see “we are missing parts and can’t get our jets airborne” in light of software glitches, it becomes a very real thing, the F-35 might be the final straw of short sighted management, whilst asking for the moon. Even as in the past operators like Boeing and Saab decided not to play along in light of bias towards the F-35, we see an evolving matter where they will grasp the events that surround the F-35 as a way to show nations that they have what it takes, in addition, there are outstanding offers from France (Dassault Aviation), it was the initial offer to a much larger degree to train technicians in the fields of service, training and operations that might swing previous missed hits, and no matter how we slice it, Lockheed Martin might be looking at the US as a sole customer soon enough, what a change IP and IT systems can make, even in two-seater planes.

I believe that the over grasp in the 2004-2014 era is now coming back to bite the eager who signed certain agreements. In light of the fact that the F-35 fleet is mission capable only 30% of the time should worry Lt. Gen. Eric Fick a little.

And even as the F-35 might be the odd duck out, the words of Loren Thompson stating “The struggle over IP between the government and defense contractors is likely to go on indefinitely. If you own the information, you can largely shape the future of the system” might be valid in the commercial world, but Lockheed Martin is in the defence world, the rules are a little different there, feel free not to believe me, but in light of The Project on Government Oversight (POGO) and their push to “prevent a future situation like the one now facing the F-35 program — and by extension, American service members and taxpayers“, here we see that the letter to congress by POGO executive director Danielle Brian might become a swing and a Jack, so whilst POGO seeks the optional “It would also allow the government to seek alternative suppliers should the original contractor fail to live up to expectations“, we see more than a victory, the entire Huawei issue might push for this solution, which would make several nations queasy on the F-35 solution they heralded.

The F-35 is showing me the one solution that mattered to the wrong people, it was greed overjoyed and that is about to gain the sunlight and limelight others wanted to keep out of consideration.

 

Leave a comment

Filed under Finance, IT, Media, Military, Politics

Interesting options coming

Last Wednesday Germany gave me the boost that I needed to get my first 10 million, it is so nice for Germany to think of little old me, this short fat Australian to make a boost in the Middle Eastern arms race. As the Deutsche Welle reported “Germany drastically cut arms sales to Saudi Arabia in the first six months of 2019 — but did not cut them completely“, I am seeing the opportunity to set up my corporation in Liechtenstein, or Andorra, or perhaps even Monaco to set up transit arms rules. And let’s face it, there might be some additional taxation due, but to make about $10,500,000 a month (before taxation) is still a good way to set the pace, especially when I do it as an Australian Expat (in wherever I am dealing). So until these governments get their senses back, I am looking at setting a deal worth $10,500,000 a month, which means that after tax (and other fees) it will be $2,000,000 – $3,000,000 a month. Tax deductions on the office space (read: nicely sized house) and in 6 months (If I am accepted as the go-between) I would be looking at $10,000,000 per 6 months (if not a little more), I get out of bed for that amount and I still have my 5G IP patents on the back burner as well.

Have you noticed on how all the media is all about the alleged murder of Jamal Khasghogg1, yet the hundred plus journalists in Turkish prison get no consideration at all? At that point the entire debacle of what is allowed is just fish fodder. Even as Deutsche Welle is in the dark to all the events in Pakistan, there is reason to sell Pakistan $115 million, Hungary, a place that has a GST of nil gets to order $1.7 billion, Egypt $801 million and in all this Saudi Arabia is a problem?

In light of all that has happened in Egypt and Pakistan the sentence “The government had pledged no more sales after the killing of journalist Jamal Khashoggi in 2018” has word out its value for some time now, especially when we consider what Turkish journalists have to go through. It is a vile form of discrimination and I was always of the mind that we need to fight discrimination, especially when it optionally makes me $10,000,000 each six months.

The article (at https://www.dw.com/en/germany-reduces-arms-sales-to-saudi-arabia/a-51223414) is not the only one; CNN gave rise to my trading empire to extend to the UAE. Especially in light of ‘Elizabeth Warren slams US arms sales to Saudi Arabia and UAE after CNN report‘ (at https://edition.cnn.com/2019/11/07/politics/elizabeth-warren-yemen-cnn-report-intl/index.html), when we consider that the next president will most likely be a democrat, the paces of war trade needs to be extended in a few places and that is where we see a larger growth, especially when the media is all about ‘Saudi Arabia is ‘gradually running out of money’ and needs IPO to fund reforms, ex-CIA chief says‘, all whilst the US has a debt of $23,000 billion (23 trillion is more correct but no one realises how large that debt is). In that light facilitators for arms deals will be essential. In light of that claim, I am even willing to reduce my commission as long as I keep the house and a total of $25,000,000 is guaranteed whether this is over 2 years or 15 years. You see! I am willing to be flexible, and who is stupid enough to set all these stages over an alleged murdered journalist? Especially when there is absolutely zero follow up on the Turkish journalists in prison (as well as the dozen or so that got killed in dubious circumstances). It has become a discriminative business environment and I see no reason to take advantage of stupid people when the opportunity arises. And in the end let’s be fair, when you can set the stage where you end up with $10,000,000 twice a year, will you walk away? The fact that we also see: “Germany had already authorized €5.3 billion in arms exports, surpassing the total annual figures for 2018 of €4.8 billion” implies a growth industry, so as we add Saudi Arabia and the UAE to the fold, there is no reason that Oman and Bahrain should be exposed as non-receivable partners, all friendly towards Saudi Arabia and as such also growth factors in my future endeavour, let’s face it, when someone comes up to me (seriously) and offers me a trade position as a junior and pupil in a place like Monaco, I am definitely saying ‘Yes!’ (in all honesty, if it ends up being Andorra or Lichtenstein I would say Yes too). Yet Monaco will have the largest office and the need for Middle Eastern players to meet us in their yachts every now and then. As such I feel that I can get used to the life in Monaco.

Couldn’t you? #JustSaying

 

 

Leave a comment

Filed under Finance, Media, Military, Politics

There is more beneath the sand

The Australian Financial Review has an interesting article that they released a little over 12 hours ago (at https://www.afr.com/world/middle-east/is-saudi-arabia-s-royal-family-ready-for-a-market-economy-20191112-p539sv), the title ‘Is Saudi Arabia’s royal family ready for a market economy?‘ is an interesting view on the issues that are coming around over the next decade. Stephen Cook gives us part of the goods, yet I wonder if he is cautiously holding back (an acceptable stance for any journalist) or is there more?

That is not an attack on the article; it is well written and shows a writer with a good grasp of grammar 😉 He also makes a few very nice observations. The issues that come from that are not always visible, but we should argue before we get there that any cautious journalist does not need to go there; a blogger like me on the other hand is (at times) all about the informed speculation. So when we see: “to pull off Vision 2030, Mohammed bin Salman needs some of the international goodwill he enjoyed until mid-2017“, that partially true, most of it can however be built with money and Saudi Arabia has plenty of that. At which point Mr Cook takes that frying pan and hits us with “There’s just one problem: the Aramco IPO is far riskier than the Saudis are letting on“. He gives it in the form of “The Saudis are offering stock in 2-5 per cent of the company. One of the sticking points has been valuation“, he is true, and we see that in the article that there is a margin of valuation (depending on the offerer) that is almost 50%, And that is not the only part, there is a view that Saudi Aramco will value at almost twice the price of Apple, that is a lot and there will be an actual benefit that Mr Cook does not offer. He does give us that the Saudi offering could end up netting between 24 billion and 115 billion. No matter how this turns, there will be plenty of Saudis all wanting a share or two, a population supporting its own national product, so there is interest, the benefit we do not see here is the corporatocracy that the EU has become, with value in the fire of shares, whatever Iran will think of next will bounce back, any attacks is no longer a mere Saudi Problem, Saudi Arabia has done something interesting. By offering 2.5% of a company its visibility will become global and that is the first nail in a coffin named Iran. And that is not the only one; there is another benefit to see when we take a harder look at Vision 2030.

You see Vision 2030 will be a clean systems sweep of 5G (and 4G lte) systems, the old 3G and other systems will be absent, the Saudi’s will get a much better view of what is needed in the 5G atmosphere without having old equipment holding it back, you might laugh, but do you have any idea on the amount of equipment out there switched on because there is some ‘twittle’ hardware connection, or the owners merely does not know that some equipment does not need to be turned on? It amounts to almost 7% of the electricity bill and the amount of technology and hardware involved shows a massive amount of additional loopholes requiring fixing. You might not think this is essential, yet when we realise that there is an amount that is between calculated and measured that is not addressed, we see a much larger issue, in at least two cases I have seen the ‘connections’ merely being ‘improperly’ addressed, I wonder what else was not done. Vision 2030 will allow us to look at hardware connected and we will see a whole range of equipment never connected. There will be an amount of niche markets that will evolve because of it and as we see that evolve, whoever is working in Neom City, will get an interesting benefit to this change.

Getting back to the IPO, there is every concern that the quote “Iran’s Islamic Revolutionary Guard Corps (IRGC) has every reason to keep the Saudis on the defensive and mess with Aramco’s IPO” has value, yet the first one who is part of the IPO will have the benefit of calling out Iran’s actions and now there will be nations with skin in the game, Iran is basically done for and it needs the nuclear benefit of playing the bully, yet it is running out of time no matter how blind the EU tends to be. When any Wall Street corporation has skin in the IPO, they will report it to any channel willing to expose Iran and that is what Iran really does not like, you see playing the bully only works when no one is looking at you and that option is about to end. They will now enter a stage where the writer claims ‘make investors nervous‘, yet when they go a little overboard and ‘make investors angry‘ their benefit is gone and that is why they need the nuclear pact to be in their favour. A bully merely knows no other way to look at matters, but now we see a much larger field and Iran is about to get exposed a lot more.

So now we get back to Neom City, the writer gives us “The plans (and promotional video) were impressive, but the effort failed miserably“, yet he gives no reason, I will, The amount of media willing to give Neom City the light of day could be counted with two hands, with the hundreds of accepted media in the Aether, they all shied away from Neom City and it was not Jamal Khashoggi. It was in part America and in part Europe that was scared. A city that is stated to be 22 times the size of New York is a building marvel, it would be no less than another world wonder and the powers that be have no intention of letting Saudi Arabia walk away with a world wonder, not in this age. Even as the bridge to Africa might never become a world wonder, the bridge itself will be a global accomplishment and it will give larger gains to Saudi Arabia. In addition it takes another premise, the city of Sharm-El-Sheikh (Sinai) would gain in several ways, whilst the bridge would open Saudi Arabia to Egypt in larger ways. It would also open up technology paths to Saudi Arabia. In addition we see: “Mohammed bin Salman has calculated that he has a greater chance of eliciting the loyalty of his subjects – and thus shoring up his power – by giving them movies, concerts, and WWE wrestling events; reining in the religious police; and granting women the right to drive“, yet it is missing a part, with the building needs growing for close to two decades, we will see a new class of people, A class to Egyptian Muslims working in Saudi Arabia growing the population and growing a larger stage of a new population drive, those needing a better life, we have seen this in America and Europe and it will drive a new need in these people finding a niche where they can settle their family in growth, that part will be new to Saudi Arabia and it will create new wealth group and a larger drive towards Saudi Arabia. I reckon that Saudi Arabia could grow to well over 20% this was and the size of Neom city would allow for a much larger growth giving new options to Saudi’s and those wanting to be Saudi.

As I see it Saudi Arabia could over time grow that IPO to be up to 9%, so basically it will get access to 3 times that maximum of 115 billion, with an offering that over time will be close to $400 billion, we see that Neom city has been paid for, at that point with the IPO in place, and Neom city ready to grow Iran will be shown to be the bully of the Middle East, and bullies can be dealt with in swift ways by any global population that is clearly aware, which now leaves us Hamas and Hezbollah, we actually need not look in those directions, Israel is looking there already, we merely have to wait what will happen next, with these two elements clearly in lace it will not take long for technology firms to seek their nesting grounds in Neom city, Huawei is actively looking, Google has set its premise, as have Apple, Microsoft and IBM (who added 197 jobs in the last month alone), so the need is being addressed, now it merely takes time for the entire stew to settle, once all the elements have been added, we only have to wait (which will be the hardest part), yet there is little to no doubt in my mind that when we see the elements of Neom City, we will see a much larger shift in the west, it will not only be to stay on par with Saudi Arabia, it will be to get all the residual hardware and all the non-effective hardware to be removed from hundreds of places, I reckon that the US will face a new technology need at that point.

You see, in the end, there is less to a decade to a ‘futuristic city’ and a technologically ‘apt city’, Saudi Arabia is about to show the world that part and all the other nations will need to show that they can keep up and with their debts sized the way they are that will be the hardest issues for them and the US knows it has a large problem keeping up, as does the EU, they never thought that they would require to meet wits with Saudi Arabia, they never thought it was ever going to happen, as such they were not ready. Iran is banking on it, in the end I wonder which of the two elements will be the strongest, I’ll let you figure out what I mean.

i believe that by 2035 the global technological will be redrawn, it will be a map that the EU and the US will not be happy about. The Wall Street Journal gave a nice presentation 4 days ago with ‘U.S. Government Is Tripping Over Itself in Race to Dominate 5G Technology‘ and ever as we see sources stating: “U.S. officials say the country is in position to reap those benefits”, we merely need to see SDXCentral giving us: “AT&T is tempering expectations for its forthcoming 5G network riding on sub-6 GHz spectrum. While AT&T says it was the first wireless operator to demonstrate 1 Gb/s and later 2 Gb/s speeds on a commercial 5G network running on millimeter wave (mmWave) spectrum, it’s not making any grand projections for a speed improvement on its forthcoming 5G network running on the lower spectrum bands” (at https://www.sdxcentral.com/articles/news/att-down-on-low-band-5g-speed/2019/11/) to see that they are all running for the advertised word and there is a large hiatus between the ‘advertised word‘ and ‘achieved technology‘, that difference was seen at the end of October as Reuters gave us: ‘Trump says U.S. will cooperate with ‘like-minded’ nations on 5G networks‘, everybody on the US sided mind is trying to fix the backlog that they have against Huawei and some of them have a huge backlog, when we see “Trump has held numerous calls with foreign leaders, including British Prime Minister Johnson in August, to urge them not to let Huawei use 5G networks“, yet at by the time have we seen ANY EVIDENCE that there is a national interest failure on Huawei hardware? America hopes that it has taken the hardware drive and fixed its own economy (and the mere fact that we will not ask questions), yet Saudi Arabia already has ties to Huawei giving Saudi Arabia the option to pull ahead and make the monthly gap larger on a daily basis. The difference is that intense. There is more and more evidence to see that the EU is not going the way of the US and that will give them an advantage on the hardware range, yet they still have all the other old hardware to deal with. They could face two issues, let’s not forget that Riyadh faces that too, but if Neom City shows the benefit to a newly constructed fast internet city, what we saw in the UK 5G image, that path will be faster seen in Neom city, merely because the change is pushed from the beginning and not after the fact (as most technologies are).

The ‘what 5G is about‘ shows what 5G could do and in many nations we see part of this appear over time, yet in case of Neom city, with a 5G focus it will come all at once, it will give Arabian software Engineers a larger playing field and a playing field on rolling out some of those solutions anywhere else in the world. It is a path that we seemingly forgot about and we have seen this path a few times from Japan and the US, just the idea that Saudi Arabia will be able to focus on it was never in the sight of any of them and it is scaring them, Neom City has become that scary to both the US and the EU (well and Japan too). They have all been in the mind for well over 5 years that they see it first in Japan and later on it will be rolled out to the rest of the world. Now that setting changes those in charge are afraid, they have no ties to Saudi Arabia and no ways to make them.

Fear will be the key that the US and the EU will employ to set issues straight, and stopping Neom City to a much larger extent will be their focus, which gets us back to the quote we saw: “the effort failed miserably“, There was as I see it a much larger need to keep it out of the media, the people just never got to see all the elements that were clearly visible in 2018 when initial view of Neom City was given. I saw the first parts in May 2nd 2018 when I gave “the attached Burton presentation ‘Opportunities in Saudi Arabia – Vision 2030 and Beyond‘ spends two slides on it and the most important part shown is “Vision 2030 calls for 50 percent of military equipment purchases from domestic suppliers instead of imports“” a presentation by Edward Burton, President and CEO, U.S.-Saudi Arabian Business Council from June 2017. (at https://lawlordtobe.com/2018/05/02/are-there-versions-of-truth/) in the article ‘Are there versions of truth‘ I had not realised all the elements at that point (why should I?) yet I saw that Vision 2030 would be a bigger issue yet the larger impact would be visible beyond “90 executives from both countries to sign new trade and investment agreements worth $350 billion” the fact that in these 90 we would see “Lockheed Martin ● Honeywell ● JPMorgan Chase ● The Dow Chemical Company ● ExxonMobil ● Jacobs Engineering ● Baker Hughes ● McDermott International” was clear, the fact that Jacobs Engineering Group Inc. (Steven J. Demetriou) was involved was a clear indicator of that. I believed that whatever think-tank Edward Burton responded to was seeing ‘roadmap for economic development‘ and Identifies general directions, policies‘ and optionally ‘CEDA established new operating models‘ and realised that this went way past the Council of Economic and Development Affairs (Saudi Arabia) there was an actual global impact. This setting has merely taken an accelerated view, especially in regards to Huawei, there is a much larger setting and we will soon see that the impact is global.

Darn! I was not the first to notice!

Even as we realise that the Council of Economic and Development Affairs was created in 2015, there is a larger stance where Saudi Arabia has found the flex point where they will become a global player, that is why Iran is scared, that is why other parties are about to play diminished roles and they are all afraid, their status quo is about to be removed.

 

Leave a comment

Filed under Finance, IT, Law, Media, Military, Politics, Science